Planned Giving

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Donor Story - Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it....
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Personal Planner - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly...
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Washington News - National Work and Family Month
National Work and Family Month
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published IR-2019-166. It explains the...
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